AI Summary
ASUS has raised its growth forecast for AI servers in 2026 due to sustained demand in the sector. Co-CEO S.Y. Hsu highlighted challenges such as memory shortages and supply chain issues while discussing the broader outlook for AI infrastructure and PCs.
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- ASUS Co-CEO S.Y. Hsu announced an increase in the company's growth outlook for AI servers for 2026 due to strong demand.
- Hsu addressed ongoing challenges in the industry, including memory shortages and supply chain difficulties.
- The discussion also covered the overall outlook for AI infrastructure spending and the market for PCs.
asusai serversgrowth outlookinfrastructuresupply chain